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1,181 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 364 increasing their positions, 418 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 66

54% more call options, than puts

Call options by funds: $830M | Put options by funds: $539M

13% more funds holding in top 10

Funds holding in top 10: 3034 (+4)

8% more funds holding

Funds holding: 1,0981,181 (+83)

8% more capital invested

Capital invested by funds: $14.1B → $15.2B (+$1.06B)

0.02% more ownership

Funds ownership: 4.05%4.07% (+0.02%)

13% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 418

Holders
1,181
Holders Change
+83
Holders Change %
+7.56%
% of All Funds
18.98%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.55%
New
164
Increased
364
Reduced
418
Closed
66
Calls
$830M
Puts
$539M
Net Calls
+$291M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
701
Lindbrook Capital
California
$420K -$6.01K -109 -1%
WOC
702
West Oak Capital
California
$416K
BPCE
703
Bank Pictet & Cie (Europe)
Germany
$416K
CAM
704
Cozad Asset Management
Illinois
$414K -$3.36K -61 -0.8%
TW
705
Transform Wealth
Colorado
$414K -$3.09K -56 -0.8%
NFC
706
Northeast Financial Consultants
Connecticut
$413K
NIM
707
Northeast Investment Management
Massachusetts
$411K +$84.7K +1,537 +27%
YDMI
708
Y.D. More Investments
Israel
$411K +$400K +7,250 New
AFP
709
Ausdal Financial Partners
Iowa
$411K -$82.4K -1,495 -17%
BBA
710
BLB&B Advisors
Pennsylvania
$409K -$66.2K -1,200 -14%
CPA
711
Cardiff Park Advisors
California
$407K -$2.54K -46 -0.6%
RPC
712
Rossmore Private Capital
Connecticut
$406K +$5.73K +104 +1%
SFG
713
StrategIQ Financial Group
Indiana
$405K +$5.51K +100 +1%
BIP
714
Blueprint Investment Partners
North Carolina
$404K +$64.4K +1,169 +20%
CT
715
Cambridge Trust
Massachusetts
$404K -$37.4K -678 -9%
CRC
716
Curi RMB Capital
Illinois
$404K -$58.5K -1,062 -13%
BCM
717
Brookstone Capital Management
Illinois
$404K +$87.4K +1,585 +29%
AIM
718
Anchor Investment Management
South Carolina
$403K -$5.51K -100 -1%
BAM
719
Belpointe Asset Management
Nevada
$403K +$176K +3,196 +83%
SFG
720
Summit Financial Group
West Virginia
$402K
OWA
721
One Wealth Advisors
California
$401K +$12.1K +220 +3%
WWM
722
Western Wealth Management
Colorado
$401K -$310K -5,616 -44%
FNT
723
First National Trust
Pennsylvania
$400K -$1.76K -32 -0.5%
WAG
724
Wallace Advisory Group
California
$399K +$387K +7,012 New
SI
725
Saxon Interests
Texas
$399K -$154K -2,800 -29%

SHEL Hedge Fund Activity: Q4 2022 in Review

1,181 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q4 2022, worth a combined $15.2B — up 7.5% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new SHEL positions and 66 closed out — a net gain of 98 holders — while 364 added to existing stakes and 418 trimmed.

The largest buyer was Jane Street, adding an estimated $141M. The largest seller was Orbis Allan Gray, cutting an estimated $238M.

  • 1,181 institutional investors held Shell (SHEL) as of Q4 2022, up from 1,098 in Q3 2022.
  • Funds reported $15.2B of Shell stock for Q4 2022, up 7.5% quarter-over-quarter.
  • 164 funds opened new Shell positions in Q4 2022 and 66 closed out, a net change of +98 holders.
  • The largest Shell buyer in Q4 2022 was Jane Street, an estimated $141M added.
  • The largest Shell seller in Q4 2022 was Orbis Allan Gray, an estimated $238M sold.

Based on aggregated 13F filings for Q4 2022.